Our 2026 Investment Outlook

Our 2026 Investment Outlook

Welcome to our 2026 Investment Outlook.

In this video, the Omnis Investment Team take you through the key themes that we think will drive returns in 2026. We breakdown what's happening in markets currently, what we expect to occur over the year ahead and what that means from the perspective of portfolio construction.

From our Leadership Team

Andrew Summers - Chief Investment Officer

"We start 2026 with the global economy in reasonably good shape but, as always, there are a number of risks to be aware of. Most global central banks are likely to remain in an interest rate cutting mode in 2026, as inflation remains under control, which should support economic growth."

Patrick O'Donnell - Chief Investment Strategist

"We think the AI theme will be challenged more forcefully in 2026. Whilst we currently forecast a stable [global] growth outlook, we continue to see the labour market loosening and unemployment rates in the US and UK continuing to increase. This would likely have a negative impact on consumption, and it also makes us relatively optimistic that inflation will remain under control. This should be a tailwind for fixed income assets, which we have an overweight position in."

Hannah Evans - Head of Manager Research

"Growth is still there, inflation is easing, and we expect interest rates to continue to come down. In this kind of environment - one with opportunities but also a few challenges - we believe our investment managers are well placed. We’re confident in the managers we’ve chosen and, just as importantly, in the different roles they play. It’s those nuances across the funds that drive long term outperformance and give you and your clients the best chance of good long-term outcomes."

Rohit Vaswani - Investment Director

"With so many investors feeling upbeat about equities, it’s a year that really calls for careful, selective decision making. And that’s exactly where Omnis’ diversified approach comes in: a global mix of investments, actively managed by our team and our world class investment managers, to help navigate risks and capture opportunities through the year. Spreading investments across different markets, asset types, and expert managers means your portfolio isn’t relying on any single area to deliver."